Underwriting Assistant


Description
Directly supports Underwriters through account management activities. Provides customer service to the Company’s clients. 

 

Responsiblities include:

  • Directs account management activities. 
  • Serves as the first point of contact for customer inquiries during the account life cycle.
  • Ensures accuracy and organization of files.
  • Handles correspondence for additional account information.
  • Assists producers via email and phone calls. 
  • Gathers information for new business and renewal set up.
  • Trains co-workers on computer systems and department procedures. 
  • Duties may include any reasonable Company-related assignments as directed by Management. 

Requirements

  • High school diploma or general education degree (GED). 
  • 1-3 months related experience and/or training.
  • Ability to read and comprehend simple instructions, short correspondence, and memos. 
  • Ability to write simple correspondence.
  • Ability to effectively present information in one-on-one and small group situations to customers, clients and other employees of the organization. 
  • Analytical and problem-solving skills.
  • Excellent customer service and communication skills. 
  • Working knowledge of department specific applications. 
  • Basic Word and Excel knowledge.
  • Basic research skills.
  • Flexible.
  • Team oriented. 
  • Ability to adapt to changing situations quickly.